Upstream cost research and data workflows

Well costs, operator behavior, development economics, public-company disclosures, and API/MCP case studies.

AFE Leaks research focuses on upstream cost structure: what wells cost, why costs move, how operators allocate capital, and how field-level economics connect to public-company disclosures.

The public research layer is separate from the app, API, and MCP products. Substack is where I publish market notes, product updates, case studies, and selected research. The working data tools live on AFELeaks.com and through API/MCP access.

Research lanes

• Well costs and benchmarking by operator, basin, county, reservoir, lateral length, and cost component

• Operator and basin analysis across Lower 48 development trends

• M&A / A&D screens where asset quality, remaining inventory, and capital requirements drive the question

• Public-company analysis covering capex, guidance, reserves, credit, hedges, and operating metrics

• API and workflow case studies showing how the data can be used in models, dashboards, and AI-agent workflows

• Policy, infrastructure, and market-structure notes when they affect upstream capital allocation

Product access

Readers can follow the public research here. Subscribers and customers use the app, API, OData, or MCP tools when they need repeatable analysis, exports, internal-model integration, or controlled AI access.

---

Latest Research

Comstock Non-Core Haynesville Valuation and Buyer Outlook

Pillar O&G Quick-Look

Diversified Energy’s $550 Million Canvas Acquisition

Barnett Ramps in the Permian: Tracking the CBP Push

GEP-Williams hits the market

Presidio‑EQV SPAC Merger

El Dorado in Focus

Deeper Returns: Evaluating the Delaware Woodford’s Emerging Economics.

Devon-BPX Breakup

Prairie Operating: Scaling Up in the DJ — A Look at the Bolt-On Strategy

Testing the limits of Utica geology

Isolated Misfire or Learning Curve? Dissecting Bison’s Colorado U-Turns

Can’t Sell It? Drill It. Elevation Turns to IOG in the Central Basin Barnett

“I Don’t Cook, I Don’t Clean”… But I Do Frac that W.A.B.